Latest Institutional Transactions on Schwab Strategic U.S. Reit ETF (SCHH)
This table provides information on the latest institutional transactions involving Schwab Strategic U.S. Reit ETF (SCHH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.73K- 7.58% |
$56.6K - $59.4K
|
33.2K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 6.57% |
$2.01K - $2.11K
|
1.57K
$33.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.38K- 17.72% |
$174K - $182K
|
38.9K
$824K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-799- 2.6% |
$16.6K - $17.4K
|
29.9K
$635K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.96K+ 3.19% |
$61.4K - $64.4K
|
95.5K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.66K- 83.06% |
$159K - $167K
|
1.56K
$33.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 2.32% |
$1.66K - $1.74K
|
3.53K
$74.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
42+ 0.12% |
$872 - $915
|
34.4K
$728K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
12.4K+ 56.53% |
$258K - $270K
|
34.4K
$729K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.47K- 31.35% |
$92.8K - $97.4K
|
9.79K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-37.6K- 21.85% |
$781K - $820K
|
135K
$2.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
120+ 1.12% |
$2.49K - $2.61K
|
10.9K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
21New |
$436 - $457
|
21
$445
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
138+ 5.01% |
$2.86K - $3.01K
|
2.89K
$61.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
742New |
$15.4K - $16.2K
|
742
$15.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.73% |
$13.5K - $14.2K
|
12K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.49K+ 130.08% |
$93.1K - $97.7K
|
7.93K
$168K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
4.18K+ 1.68% |
$86.8K - $91K
|
253K
$5.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
768+ 5.22% |
$15.9K - $16.7K
|
15.5K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.39K+ 3.84% |
$112K - $117K
|
146K
$3.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5+ 38.46% |
$104 - $109
|
18
$382
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
532New |
$11K - $11.6K
|
532
$11.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
12+ 0.46% |
$249 - $261
|
2.61K
$55.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.16K+ 2.6% |
$107K - $112K
|
204K
$4.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22KNew |
$25.4K - $26.6K
|
1.22K
$25.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.21K+ 12.64% |
$45.9K - $48.1K
|
19.7K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
17.8K+ 12.37% |
$369K - $387K
|
162K
$3.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
450+ 2.37% |
$9.34K - $9.8K
|
19.4K
$412K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
323New |
$6.71K - $7.03K
|
323
$6.85K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
121New |
$2.51K - $2.64K
|
121
$2.57K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80New |
$1.66K - $1.74K
|
80
$1.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.9K+ 8.76% |
$143K - $150K
|
85.7K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.84K+ 40.04% |
$142K - $149K
|
23.9K
$507K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.77K+ 1.99% |
$161K - $169K
|
398K
$8.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.13K- 7.28% |
$169K - $177K
|
103K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
196KNew |
$4.07M - $4.27M
|
196K
$4.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-22- 0.09% |
$457 - $479
|
25.1K
$532K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 62.42% |
$29.8K - $31.3K
|
3.73K
$79.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-766- 5.53% |
$15.9K - $16.7K
|
13.1K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
36.4K+ 6.18% |
$755K - $792K
|
625K
$13.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
8.13K+ 7.04% |
$169K - $177K
|
124K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
8.94K+ 5.67% |
$186K - $195K
|
167K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
590+ 0.65% |
$12.2K - $12.9K
|
91K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-244- 93.85% |
$5.07K - $5.31K
|
16
$339
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 10.99% |
$27.2K - $28.5K
|
10.6K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
289+ 2.61% |
$6K - $6.29K
|
11.4K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.86K- 16.38% |
$122K - $128K
|
29.9K
$635K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
221+ 0.71% |
$4.59K - $4.81K
|
31.5K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-360- 3.42% |
$7.47K - $7.84K
|
10.2K
$216K
|
|